1. 1 February 12, 2024
Strategic Planning – Current State & SWOT
Analysis
by Operational Excellence Consulting LLC
2. 2 February 12, 2024
Operational Excellence & Strategy Deployment
Achieving Operational Excellence requires the successful implementation
of an integrated Business Execution System that effectively and
seamlessly integrates the following four building blocks: Strategy
Deployment, Performance Management, Process Excellence, and
High Performance Work Teams.
Strategy or Policy Deployment
is the process that aligns and
links business strategy and
execution.
Performance Management is
the process that translates
strategic initiatives into
measurable objectives and
goals.
Operational Excellence can
be achieved and sustained
with the right attitude, the
right mindset, and the right
competencies.
Well designed, efficient, and
effective Management, Value
Chain, and Support Processes
are necessary to deliver world-
class results.
3. 3 February 12, 2024
Strategic Planning and Deployment
Strategic Planning is a process whereby an organization makes
choices about:
Why do we exist ?
What are our major goals and objectives ?
In which markets will we compete ?
Who will be our Customers ?
How will we differentiate ourselves from our competition ?
What resources (people, processes, technology) do
we need for a successful future ?
4. 4 February 12, 2024
Strategic Planning & Deployment – Terminology Part I
Mission: A brief description of a company's fundamental purpose. A mission
statement answers the question, "Why do we exist?“.
Vision: An overall statement of how the organization wants to be perceived by its
stakeholders over the long-term (3 to 5 years).
Strategic Goal: A statement of an overall achievement that is considered critical
to the future success of the organization. Strategic goals express where the
organization wants to be.
Strategic Objective: What specifically must be done to execute the strategy; i.e.
what is critical to the future success of our strategy? What the organization must
do to reach its strategic goals! Another term for objectives within a strategic
planning framework is to call these "enabling goals", since they will contribute to
the achievement of the larger strategic goal they enable.
5. 5 February 12, 2024
Strategic Planning & Deployment – Terminology Part II
Strategic Initiative: Strategic initiatives are the means through which a vision is
translated into practice. Strategic initiatives are collections of finite-duration
discretionary projects and programs, outside of the organization's day-to-day
operational activities, that are designed to help the organization achieve its
targeted performance.
Metrics or Key Performance Indicator: A way of monitoring and tracking the
progress of strategic goals & objectives. Metrics can be leading indicators of
performance (leads to an end result) or lagging indicators (the end results).
Target: An expected level of performance or improvement required in the future.
Programs, Projects & Activities: Major programs or projects that must be
undertaken as part of an strategic initiative in order to meet one or more strategic
goals & objectives.
6. 6 February 12, 2024
Current State Analysis (CSA) – Making Choices
As part of this process step, the organization has to take a HARD look
at itself.
Where are we going ?
Where can we go ?
Where are we now ?
What are our choices ?
Markets
Competitors
Technology
Trends
Customers
Strength &
Weaknesses
Distribution
Channels
External
Factors
7. 7 February 12, 2024
Current State Analysis – Questionnaire
Inputs to a comprehensive Current State Analysis (CSA) include:
Organization’s Mission and Vision (if available)
Organization’s Values (if available)
Current Strategic Goals and Objectives (if available)
Actual Performance vs. Planned Performance
Critical Success Metric Performance
Critical Process Management and Performance
Organizational Design – Structure and Roles
Employee Satisfaction, Competences and Capabilities
Customer Needs and Satisfaction
Current Products and Services Performance
Markets and Geographic Areas served
Distribution Channels
Competitor Analysis
STEEP Factors – Social, Technological, Economic, Environmental, Political
…
Leadership
“The Driver”
Customer
“The Focus”
“The System”
Process
Management
People
Microsoft Word
Document
8. 8 February 12, 2024
Tool Box: SWOT Analysis
A SWOT Analysis is an examination of the internal strengths (S), weaknesses (W),
external opportunities (O), and threats (T) affecting an organization.
Harmful
(to achieve future business success)
Helpful
(to achieve future business success)
Internal
Factors
(attributes
of
the
organization)
External
Factors
(attributes
of
the
environment)
S W
O T
Weaknesses
Threats
Opportunities
Strengths
Microsoft Word
Document
9. 9 February 12, 2024
Tool Box: SWOT Analysis
S W
O T
Strengths:
• What advantages does your organization have?
• What do you do better than anyone else?
• What unique or lowest-cost resources can you
draw upon that others can't?
• What do people in your market see as your
strengths?
• What factors mean that you "get the sale"?
• What is your organization's Unique Selling
Proposition (USP)?
Opportunities:
• What good opportunities can you spot?
• What interesting trends are you aware of?
Useful opportunities can come from such things as:
• Changes in technology and markets on both a
broad and narrow scale.
• Changes in government policy related to your field.
• Changes in social patterns, population profiles,
lifestyle changes, and so on.
• Local events.
Weaknesses:
• What could you improve?
• What should you avoid?
• What are people in your market likely to see as
weaknesses?
• What factors lose you sales?
• Do other people seem to perceive weaknesses
that you don't see?
• Are your competitors doing any better than you?
Threats
• What obstacles do you face?
• What are your competitors doing?
• Are quality standards or specifications for your
job, products or services changing?
• Is changing technology threatening your
position?
• Do you have bad debt or cash-flow problems?
• Could any of your weaknesses seriously
threaten your business?
10. 10 February 12, 2024
Tool Box: Criticality Matrix
A Criticality Matrix is a useful tool to assess and visualize the “Significance” and
“Probability of Occurrence” for potential or perceived threats (T) identified during
the development of the SWOT Analysis.
Most Current State Analysis will generate 8 – 12 critical issues that will need to
be considered during the strategic planning process.
Probability of
Occurrence High Medium Low
High
Medium
Low
CRITICALITY ANALYSIS
Significance
11. 11 February 12, 2024
Tool Box: Affinity Diagram
An Affinity Diagram organizes large numbers
of ideas or findings into their natural
relationship and taps the team’s creativity
and intuition.
Step 1: Record each idea/finding on a
separate Post-It note and stick it to on a flip
chart.
Step 2: Look for ideas/findings that seem to
be related and place then side by side, until
all ideas/findings are grouped. Very
important is that no one talk during this
exercise.
Step 3: Select a heading for each group and
write it on a separate Post-It note. You can
talk during this step.
Step 4: Ensure that every idea/finding in a
group aligns with the heading. Make final
adjustment if necessary.
Quality is
becoming
globalized
Non-user
friendly products
are
unacceptable
Need for
providing
complete
service
Unreliability in
products is not
tolerated
TQM-aware
customers are
becoming
common
Demand for high-
quality, low- cost
goods increasing
Technology is no
longer “awe-
inspiring”
Brand-awareness
does not
guarantee
customer loyalty
Market different-
tiation is
becoming less of
an issue
Individual custom-
ization is becoming
more of an issue
Need for meeting
all requirements is
severe
Happy to pass on
good product/
service stories
Instant, intuitive
usability becoming
requirement
Local service must
be available
immediately
Replacement
parts/ product
expected within 24
hours
Easily contacted
by telephone or
fax
Extended
warranty
expected
Questions
answered quickly
and correctly
Complete
customer
education/in for-
mation provided
Happier to pass
on poor product/
service stories
Low-tolerance for
inadequate
service; likely to
return prod
12. 12 February 12, 2024
Group Work: Current State Analysis
The Task:
Perform a Current State Analysis for your
organization and document your key findings
using the “Strategy Deployment - Current
State Analysis” worksheet.
Make a list of any open issues that require
additional research, data and/or analysis.
Assign individuals to each action item and
agree on a timeline.
Develop a SWOT Matrix, including a review of
your organization's Core Competencies,
capturing the key findings of your Current
State Analysis. Utilize Affinity Diagrams to
consolidate and group your findings if needed.
Agree on critical issues to be included into the
organization’s Strategic Plan.
13. 13 February 12, 2024
Strategic Planning & Deployment Process
The End …
“Perfection is not attainable, but if we chase perfection we can catch
excellence.” - Vince Lombardi
14. 14 February 12, 2024
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